A Day With Hedge Fund Manager Hugh Hendry
Interesting video of a BBC journalist who spent a day with hedge fund manager Hugh Hendry. Click here. (Via The Mises Institute Blog)
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Excellent Best Buy Quarter
Best Buy (BBY) yesterday morning reported an excellent fiscal year 4th quarter ended February 27, 2010. US same store sales increased 7.4% and overall revenue was up 12% year over year. Net income was up 14%. It was a record…
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Top Gun FP Client Note: The Health Care Bill
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
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NYT: Redistribution Of Wealth At Heart Of Health Care Bill
The bill is the most sweeping piece of federal legislation since Medicare was passed in 1965. It aims to smooth out one of the roughest edges in American society — the inability of many people to afford medical care after they…
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Nike Shares Surge To All Time High On Good Earnings
Nike (NKE) reported a good quarter ended February 28, 2010 after the close yesterday. Revenue of $4.7 billion was up 6.6% year over year but still not at the levels seen prior to the collapse of Lehman Brothers. Futures orders…
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Top Gun FP Client Note: Out Here In California
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
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Hussman: Wave Of Mortgage Resets Coming
To reiterate what the reset curve looks like here, the 2010 peak doesn’t really get going until July-Sep (with delinquencies likely to peak about 3 months later, and foreclosures about 3 months after that). A larger peak will occur in…
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NYT: The Debt Comes Due In A Big Way Starting In 2012
An avalanche is brewing in 2012 and beyond if companies don’t get out in front of this. – Kevin Cassidy, Senior Credit Officer, Moody’s The companies have nearly two years to push out the 2012 maturity wall. – Martin Fridson,…
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Top Gun FP Client Note: Impressive 4th Quarter Earnings II – Retailers
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
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Top Gun FP Client Note: Impressive 4th Quarter Earnings
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …